THE FIVE-MINUTEFINANCIAL PLAN

GOALS-BASED PLANNING

EMBEDDED DIRECTLY INSIDE THE ORION PLATFORM

ONLY $39 PER MONTH

STAY AHEAD OF THE COMPETITION

"Advisors who aren't offering any financial planning services are already late to the game. Basic financial planning services have become table stakes for acquiring and retaining clients."


- Joel Bruckenstein, CFP

President, Technology Tools for Today (T3)


WHY IT'S CRITICAL

Attract and Retain Clients

Get the conversation started with on-demand financial plans

Clear and Easy

Simple controls and intuitive charts, right in your Orion workflow

Powerful and Affordable

Only $39 per month - pays for itself with just one client

INSTITUTIONAL-GRADE MONTE CARLO PROJECTIONS

Projects savings balance to, and through, retirement

Quickly show the success of the plan

Dynamically show how changes affect the plan

  • Savings rate
  • Spending rate
  • Goals-based purchases
  • Retirement age
  • Longevity
  • Portfolio risk
  • And more!

Seamless integration inside your Orion workflow

Maximize your efficiency

About FinMason

  

FinMason is one of the world’s largest investment analytics engine for financial services platforms. The Boston-based financial technology firm provides access to more than 700 calculations on every publicly traded asset in the world delivered through one simple API. Developed by FinMason’s team of seasoned data practitioners and nine PhDs, the cutting-edge platform delivers institutional-grade analytics in milliseconds on every tradeable asset in the world.

Visit FinMason